FieldOrchestrator Documentation
The complete reference for deploying, operating, and evaluating the FieldOrchestrator pharma CRM and field-execution solution.
What FieldOrchestrator Is
FieldOrchestrator is an enterprise pharma CRM and field-execution solution. Customers use it for territory management, route planning, medical and commercial workflows, notifications, analytics, and support, with each deployment including the optimization, planning, and intelligence capabilities covered by its agreement.
Territory Intelligence
Algorithmic territory design with workload equity modelling. Balance field force coverage, minimise travel burden, and realign territories as your portfolio evolves — without spreadsheets.
Route Optimization
Multi-constraint route planning that accounts for visit priorities, time windows, HCP availability patterns, and road conditions.
Mobile Execution
Offline-first field visit management that works with or without connectivity. Representatives capture visit outcomes, signatures, and materials on any modern mobile device.
Pre-Call AI Intelligence
Contextual visit preparation briefs that bring together prescribing behaviour, product history, and engagement signals before every call.
Closed-Loop Prescription Intelligence (Visit Impact Score)
Revenue attribution and feedback loop. Correlates field activity — visits, messages, samples — with downstream prescription data to measure true commercial impact and continuously refine targeting.
Analytics & Natural Language Insights
Real-time KPI dashboards, threshold-based alerts, and natural-language analytics for quantitative business questions in French or English.
Operating Model
How enterprise agreements, country rollouts, local operating scope, and licensed product capabilities fit together.
Support & Troubleshooting
How support teams triage onboarding, access, sync, connector, and rollout issues with customer-safe troubleshooting guidance.
Business Value
Measured outcomes observed across FieldOrchestrator deployments in pharmaceutical field force environments.
+25–40%
More productive visits per day
Through optimised routing and territory design
−15–30%
Reduction in travel costs
Fuel, time, and fleet expenses across the field force
10 weeks
Typical time to full deployment
From contract signature to live field operations
Deployment Models
FieldOrchestrator is available in two deployment configurations to meet your organisation's infrastructure, data residency, and security requirements.
SaaS (Cloud-Hosted)
The fully managed offering. SymbioWave hosts and operates the full application environment on its cloud infrastructure. Your team accesses FieldOrchestrator through a browser or mobile device with no installation required. Infrastructure scaling, security patching, and backups are handled automatically.
- Zero infrastructure to manage
- Automatic updates and new features
- 99.9% uptime SLA
- SOC 2 Type II and ISO 27001 compliant
On-Premises
The self-hosted configuration for organisations with strict data residency, regulatory, or air-gap requirements. The application and organisational data remain on customer-controlled infrastructure, while the licensed route-planning and intelligence features operate without retaining persistent customer data after each request.
- Data never leaves your network
- Compatible with private cloud and on-prem data centres
- Licensed feature requests are stateless and non-retentive
- Ideal for highly regulated markets
Not sure which model fits? Contact your SymbioWave account representative or write to support@symbiowave.com — our solution engineers will assess your requirements and recommend the right configuration.
Quick Navigation
Jump directly to the section most relevant to your role.
Getting Started
Login, roles, mobile install, and setup checklist
Territory Intelligence
Design, balance, and maintain field territories
Route Optimization
Multi-constraint daily and weekly route planning
Mobile Execution
Offline-capable visit management for field reps
Pre-Call AI Intelligence
Visit briefs and engagement insights
Closed-Loop Intelligence
Revenue attribution and prescription feedback loop
Analytics & Insights
KPI dashboards, NL queries, and automated alerts
Administration Guide
User management, system configuration, and security
Operating Model
Enterprise agreement, rollout, roles, and support boundaries
Integration Guide
Connect your CRM, ERP, and data sources
Support Guide
Onboarding, triage, escalation, and troubleshooting
Need help getting started?
Our support team is available Monday–Friday, 08:00–18:00 CET.